PFG
Pinnacle Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
21,341
+523
| +3% | +$124K | 1.69% | 17 |
|
|
2025
Q1 | $4.62M | Buy |
20,818
+1,976
| +10% | +$438K | 1.68% | 17 |
|
|
2024
Q4 | $4.53M | Buy |
18,842
+1,730
| +10% | +$416K | 1.77% | 16 |
|
|
2024
Q3 | $4.06M | Buy |
17,112
+2,450
| +17% | +$581K | 1.59% | 18 |
|
|
2024
Q2 | $3.2M | Sell |
14,662
-25
| -0.2% | -$5.45K | 1.37% | 20 |
|
|
2024
Q1 | $3.36M | Buy |
14,687
+520
| +4% | +$119K | 1.47% | 19 |
|
|
2023
Q4 | $3.02M | Buy |
14,167
+1,080
| +8% | +$230K | 1.55% | 18 |
|
|
2023
Q3 | $2.47M | Buy |
13,087
+25
| +0.2% | +$4.73K | 1.47% | 19 |
|
|
2023
Q2 | $2.6M | Buy |
13,062
+692
| +6% | +$138K | 1.48% | 19 |
|
|
2023
Q1 | $2.34M | Buy |
12,370
+537
| +5% | +$102K | 1.4% | 20 |
|
|
2022
Q4 | $2.17M | Buy |
11,833
+555
| +5% | +$102K | 1.54% | 18 |
|
|
2022
Q3 | $1.93M | Buy |
11,278
+1,366
| +14% | +$234K | 1.67% | 16 |
|
|
2022
Q2 | $1.75M | Buy |
9,912
+910
| +10% | +$160K | 1.49% | 17 |
|
|
2022
Q1 | $1.91M | Sell |
9,002
-226
| -2% | -$48K | 1.55% | 17 |
|
|
2021
Q4 | $2.09M | Buy |
+9,228
| New | +$2.09M | 1.61% | 14 |
|